Let us welcome you home.

Optima Living operates Independent Living, Assisted Living, Supportive Living and Memory Care communities in Alberta and British Columbia. Our communities are among the best places to live in Western Canada. 

Our Vision: For every person to feel at home. 

This is truly supported by our credo. “Let us welcome you home.” All of us here feel it is an honor to work with our residents and we advocate a resident-centered approach where the Resident, is the focus of all our endeavors. 

As the Financial Analyst, you are responsible for assisting with budgeting, forecasting, financial modeling, reporting and analysis.

Responsibilities

• Prepare annual budgets, including coordination with other departments and cross-functional leaders in the organization.
• Assist with consolidation and analysis of budgets and the preparation of management reports and presentations.
• Collaborate with departments to monitor budgets, assess variances, and provide financial guidance
• Develop financial models to forecast performance, identify trends, and evaluate business scenarios
• Conduct market research and benchmarking for forecasting
• Conduct in-depth analysis of financial performance, key performance indicators (KPIs), and variances
• Prepare ad-hoc financial and variance analysis to support corporate development projects and strategic initiatives
• Assist in evaluating financial impact of potential business opportunities
• Integrate newly acquired or developed assets into the reporting framework
• Other duties as assigned to support FP&A and operational requirements

• Minimum of three (3) years experience in financial planning and analysis
• Completion of accounting or finance diploma or degree is required
• Certified public accountant (CPA) or Certified financial analyst (CFA) an asset
• Strong analytical skills, familiarity with financial modeling, and good understanding of accounting/finance principles
• Experience in financial, real estate or property management sector an asset
• Advance Microsoft Excel skills
• Strong organization skills, attention to detail and ability to prioritize under a fast paced environment and, willingness to assist other team members across the entire company
• Strong communicator (both written and verbal) – able to distill large amounts of data into discrete and concise information
• Strong sense of ethics and the ability to handle sensitive information with tact and discretion

Conditions of Employment 

• Clear Police Information Check 

As a valued team member with Optima Living, you will enjoy top tier benefits and perks such as:

• Market Competitive Compensation Package: Pay range progression based on your length of service and performance.
• Health Care Benefits: Employer paid health benefits for you and your family, including vision care, dental care, paramedical, travel insurance and health spending account.
• Career Progression: Opportunities for advancement in career and professional development, ongoing educational and learning opportunities.
• Other Benefits: We provide a comprehensive package designed to meet the diverse needs and life stages of our employees by providing an employer matching RRSP program, Employee and Family Assistance Program and Life Insurance.
• Work Life Balance:  We offer exceptional vacation entitlements, paid sick time and additional paid days off.
• Flexible Working Style:  Ergonomic workspace solutions such as sit/stand desks, coworking/open office spaces, flexible start and end times with hybrid working options- empowering you to find a convenient workspace to help you stay focused, collaborative and productive, no matter where you are.
• Teambuilding and Social Events:  We love to spend time together as a team, and we believe a culture based on mutual support and teamwork is the best way to “welcome you home.” As a member of our team, you will enjoy planned indoor/outdoor fun activities, our Shining Stars Employee Recognition Program, and opportunities to be involved in social fund-raising events throughout the year which celebrate our mission, vision and values.